6786 results found
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
4 votes -
Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
Auto Response with template
A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc
2 votes -
Model popup when clicking privacy link in embedded view
Warning that client is leaving the embedded signing experience when clicking on our privacy link.
1 vote -
Customized option to show
To show only the information related to the section the recipient chooses.
2 votes -
5 votes
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Lucidchart
integration with Lucidchart
Ability to paste a link to chart, same way our video block works
3 votes -
2 votes
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PandaDoc in Ukrainian.
PandaDoc in Ukrainian.
3 votes -
2 votes
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1 vote
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Link to SF option improvements
The option to unlink and relink documents from all the SF objects.
1 vote -
Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
6 votes -
Sequence number change
Possibility to change sequence number after the document has been sent.
5 votes -
Payment block without configured gateways
Option to use Payment block without configured gateways.
5 votes -
Require opportunity approval in order to allow a user to send a document
Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.
1 vote -
Remove Email Notifications When Sending on Behalf
Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.
5 votes -
4 votes
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"Get Started" button in the bottom right corner
How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.
2 votes -
4 votes
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